Organisations

Organisations

Here you will find a list of Philanthropy Impact members (denoted by background colours) as well as resource organisations/umbrella bodies, for example EVPA (with clear backgrounds).

Buzzacott
Organisation

We are trusted for the experience we have, the specialisms we understand, the relationships we build and the values we live by. We define ourselves by the needs of our clients. And our enduring client relationships are founded on continuity of team members, ease of access, and specialist knowledge. Nearly 450 of us work collaboratively in specialist teams under one roof to tailor-make solutions.

Specialist, single office UK charity team

Our Charity and Not for Profit team, with over 100 specialists, is one of the largest single office charity teams in the UK. We strive to make your difficult job as easy as possible, providing comprehensive audit, accounting, VAT, tax, grant management, and financial advisory services - bespoke to your needs. Our advice ranges from governance, and strategic oversight, to impact reporting, risk management, and internal controls.

If you ask charities and not for profits why they value Buzzacott, they say it’s our empathy with their work and understanding of the legal and accounting framework they operate in. Our expertise spans education, religious orders, International NGOs, healthcare charities, membership and professional bodies, grant giving foundations, social enterprises, and arts charities.

We work with people exactly like you

We also support private individuals with some of the biggest financial decisions of their lives. Taking care of financial concerns from investment portfolios, property ownership, businesses, and employment, to preparing for changes in circumstance, inheritance tax planning and provisioning for dependents. We also offer complex remittance planning for those not originally from the UK. No matter what your requirements, we can provide you with reassurance that your tax affairs have been taken care of, leaving you to focus on other important things.

Working with Buzzacott means working with someone who understands how to approach your needs, right down to the smallest details.

 

Organisation details
Contact details for this organisation
Address:

130 Wood Street, London, EC2V 6DL

Telephone:
+44 (0)20 7556 1200
Cazenove Capital
Organisation

Cazenove Capital is the private wealth management and charity investment business of Schroders. We offer personalised discretionary and advisory investment services to a broad variety of clients, as well as wider wealth management services such as wealth planning, philanthropy advice, cash administration, deposit-taking and lending.

Each of our clients has unique financial requirements and objectives, but all have a common goal – to preserve and grow the value of their assets. We explore each client’s needs in detail and advise them on the most suitable financial solutions for their particular circumstances. Our client communication and reporting is effective, clear, flexible and comprehensive. We also have efficient custody, administration and reporting platforms which enable clients to centralise their financial affairs with us with confidence.

Overall, we believe that our complete range of services and the quality of our private client and charity specialists, together with the stability and depth of investment resource of the Schroder Group give us an unparalleled ability to look after our clients.

Organisation details
Contact details for this organisation
Contact name:
Lyn Tomlinson
Address:

1 London Wall Place, ...

Telephone:
+44 (0)20 7658 1000
J Leon & Co
Organisation
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J.P. Morgan
Organisation
J.P. Morgan offers individual and family investors a world-class asset and wealth management platform through theirPrivate Banking, Asset Management and Private Client Services teams.
LCM Family
Organisation

LCM provides a broad range of multi-family office support, working with a wide range of high net worth families across the breadth of the UK and overseas.  

LCM offers independent, thoughtful and well-researched advice on general wealth management issues, taxretirementsuccession planninginvestments, philanthropy and Socially Responsible Impact investing. 

Working with clients' existing advisers as well as its own, LCM takes a broad view of it clients' finances and long term goals, making sure that the impact of each transaction and decision is well thought through and understood.

LCM is viewed by its clients as a valued sounding board and trusted friend - proactive and conscientious, available and on their side 24/7.

We have offices in Cheshire and London.

Organisation details
Contact details for this organisation
Contact name:
Lizzy Steinhart
Address:

Dalton Place, 29 John Dalton Street, Manchester, M2 6FW

Telephone:
07418 998 384
Rathbone Greenbank Investments
Organisation

We understand how financial and ethical issues can be integrated in the management of a client’s portfolio. For us, ethical investment is not one strategy among many, it is ingrained in every aspect of how we manage money.

Our vision is to empower our clients to invest their money as a force for good, together championing the transition to a healthier planet and a more equitable society. Our investment teams work to understand each client’s unique financial aims, as well as their ethical, sustainability and impact requirements, in order to create an investment proposition that is aligned with their values.

Our in-house ethical, sustainable and impact research team plays a key role in supporting the provision of this service, underpinned by its proprietary database of company and issue profiles. The team looks in detail at both what a company does and how it operates, assessing performance against some 300 social and environmental criteria. We can apply a range of techniques to selecting investments to suit different client needs. These include screening out issues of concern and choosing investments that are contributing to a sustainable society or a specific issue, for example, the low-carbon energy transition.

Alongside tailored bespoke discretionary portfolios, we also provide access to the Rathbone Greenbank Portfolio range of funds, which are managed by Rathbone Funds and made available to clients in a variety of ways.

Rathbone Greenbank Investments is a trading name of Rathbones Investment Management Limited, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

The value of investments and the income from them may go down as well as up and you may not get back what you originally invested

Organisation details
Contact details for this organisation
Contact name:
John David
Address:

8 Finsbury Circus, London, United Kingdom, EC2M 7AZ